Fibra UNO

Report azionario BMV:FUNO 11

Capitalizzazione di mercato: Mex$111.6b

Fibra UNO Crescita futura

Criteri Future verificati 0/6

Si prevede che gli utili di Fibra UNO diminuiranno a 19.4% all'anno, mentre si prevede che i suoi ricavi annuali cresceranno a 5.3% all'anno. Si prevede che l'EPS diminuirà di 11% all'anno. Si prevede che il ritorno sul capitale proprio sarà 6% in 3 anni.

Informazioni chiave

-19.4%

Tasso di crescita degli utili

-11.04%

Tasso di crescita dell'EPS

REITs crescita degli utili10.7%
Tasso di crescita dei ricavi5.3%
Rendimento futuro del capitale proprio5.95%
Copertura analitica

Good

Ultimo aggiornamento13 Jun 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • Oct 31

Fibra UNO Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Last week saw the newest quarterly earnings release from Fibra UNO ( BMV:FUNO11 ), an important milestone in the...

Recent updates

Aggiornamento della narrazione • Jun 05

FUNO 11: Execution Risks And Compressed Margins Will Likely Pressure Future Earnings

Analysts trim their MX$ fair value estimate for Fibra UNO to MX$25.63 from MX$26.48 as updated assumptions point to lower revenue growth, a narrower profit margin, and a higher future P/E multiple. Analyst Commentary Recent research on Fibra UNO highlights a more cautious tone among some bearish analysts, which aligns with the trimmed MX$ fair value estimate to MX$25.63.
Aggiornamento della narrazione • May 22

FUNO 11: Stable MX 42 Anchor And Dividend Outlook May Support Repricing

Analysts kept their MX$42.00 price target for Fibra UNO unchanged, citing only slight tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E that did not materially shift their overall view. Analyst Commentary Recent commentary around Fibra UNO has centered on how current expectations line up with its MX$42.00 price target, rather than on sweeping changes to the underlying thesis.
Aggiornamento della narrazione • May 04

FUNO 11: Higher Forward P E And Dividend Timeline May Support Repricing

Analysts lifted their MX$ price target on Fibra UNO by MX$3, citing updated assumptions for slightly higher revenue growth, a modestly higher discount rate, and a lower projected profit margin that together feed into a higher forward P/E multiple in their models. Analyst Commentary Recent research points to a more constructive stance on Fibra UNO, with the most recent price target revision framed around updated modeling rather than a change in underlying rating.
Aggiornamento della narrazione • Apr 20

FUNO 11: Refined P E And Dividend Timeline May Support Repricing

Analysts have nudged the Fibra UNO price target higher by MX$3 to MX$42, citing small refinements to the discount rate, revenue growth and future P/E assumptions, while keeping the overall fair value view essentially unchanged. Analyst Commentary The latest research on Fibra UNO points to a constructive tone, with the MX$3 price target adjustment to MX$42 framed as a refinement rather than a reset of the underlying view.
Aggiornamento della narrazione • Apr 05

FUNO 11: Higher Modeled P E And Dividend Support Future Repricing

Analysts raised the Fibra UNO fair value estimate to MX$42.00 from MX$40.00, reflecting slightly higher modeled revenue growth, a small adjustment to the discount rate, and a higher future P/E assumption following recent Street research that included a MX$3 Fibra UNO price target increase at Barclays. Analyst Commentary Recent Street research on Fibra UNO has been limited, but the latest action is constructive for investors watching valuation signals.
Aggiornamento della narrazione • Mar 21

FUNO 11: Lower Discount Rate And Dividend Schedule Will Support Repricing

Analysts have lifted the Fibra UNO price target to MX$40.00 from MX$38.00, reflecting updated assumptions that include a lower discount rate, slightly adjusted revenue growth and margin expectations, and a higher future P/E multiple, broadly consistent with recent REIT and leisure sector research where higher investment visibility and portfolio reshaping have supported valuation tweaks. Analyst Commentary Recent sector research around income oriented and leisure exposed real estate highlights how corporate actions and portfolio reshaping can influence valuation frameworks.
Aggiornamento della narrazione • Mar 07

FUNO 11: Higher Dividend Visibility And Execution Confidence Will Support Returns

Analysts have nudged their fair value estimate for Fibra UNO slightly higher to MX$34.15, reflecting updated assumptions for revenue growth, profit margins and a modestly lower discount rate, while incorporating peer research that highlights how revised earnings expectations and capital allocation plans can influence real estate valuations. Analyst Commentary Recent Street research around comparable real estate and leisure names offers some context for how analysts are thinking about valuation, capital deployment and execution risk, which can be relevant when you look at Fibra UNO’s updated fair value estimate.
Aggiornamento della narrazione • Feb 21

FUNO 11: Execution And Leadership Risks Will Likely Pressure Future Earnings Quality

Analysts have nudged their MX$ fair value estimate for Fibra UNO up to about MX$26.48 from roughly MX$24.65, pointing to updated assumptions around growth, margins and a slightly lower required return. Analyst Commentary While the updated MX$26.48 fair value estimate for Fibra UNO reflects refreshed assumptions, the tone across more cautious research on other yield and income oriented names highlights risks that investors may want to keep in mind.
Aggiornamento della narrazione • Feb 07

FUNO 11: Dividend Visibility And Higher Future P/E Will Support Returns

Narrative Update: Fibra UNO Analyst Price Target Shift Analysts have nudged their fair value estimate for Fibra UNO to $33.91 from $33.04, reflecting updated assumptions that include a slightly lower discount rate, adjusted P/E expectations, and a revised balance between revenue growth and profit margin. Analyst Commentary Recent updates around Fibra UNO’s fair value reflect a mix of optimism on execution and caution on the assumptions that support the new target.
Aggiornamento della narrazione • Jan 23

FUNO 11: Higher Future P/E And Dividend Policy Will Support Returns

Narrative Update on Fibra UNO Analysts nudged their price target for Fibra UNO slightly higher to about $33.04 from $32.82, citing updated assumptions that reflect marginal adjustments to the discount rate, revenue growth, profit margins, and forward P/E expectations. Analyst Commentary Recent Street commentary around leisure names highlights themes that can matter for Fibra UNO, especially around execution, pricing power, and how quickly management can translate operational changes into value for unitholders.
Aggiornamento della narrazione • Jan 09

FUNO 11: Higher Future P/E And Dividend Outlook Will Support Returns

Analysts have inched their price target for Fibra UNO to $32.82 from $32.70, reflecting slightly higher assumed discount rates and a modestly higher future P/E, partly offset by marginally softer revenue growth and profit margin assumptions. Analyst Commentary With the updated $32.82 price target, analysts are fine tuning their views on Fibra UNO, focusing on how execution and assumptions around valuation interact with the current operating backdrop.
Aggiornamento della narrazione • Dec 26

FUNO 11: Higher Funding Costs Will Likely Pressure Future Earnings Quality

Analysts have lowered their price target for Fibra UNO slightly, by less than $0.05. Modest adjustments to discount rates and forward earnings assumptions more than offset marginal improvements in projected growth and profitability.
Aggiornamento della narrazione • Dec 12

FUNO 11 Execution Risks Will Likely Expose Downside In Earnings Quality

Analysts have modestly raised their price target for Fibra UNO, lifting fair value by about $0.61 per share to approximately $24.68 as they factor in a slightly lower discount rate and still solid long term earnings expectations, even as they temper assumptions for growth and margins. Analyst Commentary Bearish analysts remain cautious on Fibra UNO despite the modest uplift in fair value, emphasizing that execution on growth initiatives and margin preservation will be critical in the coming quarters.
Aggiornamento della narrazione • Nov 21

FUNO 11: Improved Margins And Lower Discount Rate Will Support Long-Term Performance

Analysts have raised their fair value price target for Fibra UNO from $32.19 to $32.70, citing slightly stronger profit margins along with a modest improvement in the discount rate outlook. Analyst Commentary Recent analyst research offers a range of perspectives on Fibra UNO's outlook, balancing improved fundamentals against ongoing sector and macroeconomic challenges.
Articolo di analisi • Oct 31

Fibra UNO Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Last week saw the newest quarterly earnings release from Fibra UNO ( BMV:FUNO11 ), an important milestone in the...
Aggiornamento della narrazione • Sep 05

Joint Venture And Asset Consolidation Will Drive Industrial Expansion

Driven by a notable improvement in net profit margin and a lower future P/E, Fibra UNO's fair value has edged up slightly, with the consensus price target increasing marginally from MX$31.86 to MX$32.19. What's in the News Fibra UNO announced a quarterly dividend of MXN 0.5700 per share, payable on August 11, 2025, with an ex-date and record date of August 8, 2025 (Key Developments).
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Nuova narrazione • Dec 18

Internalization And Rent Increases Expected To Boost Revenue, But High Leverage And Currency Risks May Impact Margins

Rent increases and high occupancy rates, particularly in the Industrial, Retail, and Office segments, are expected to drive revenue and stabilize net margins.

Previsioni di crescita degli utili e dei ricavi

BMV:FUNO 11 - Stime future degli analisti e dati finanziari passati (MXN Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202835,43012,74625,85915,0158
12/31/202734,95511,66524,35019,41211
12/31/202632,31010,25420,15113,4309
3/31/202630,91124,25917,09617,096N/A
12/31/202530,50924,45617,25517,255N/A
9/30/202530,47214,75719,38619,386N/A
6/30/202530,1079,90219,70819,708N/A
3/31/202529,1068,60219,86619,866N/A
12/31/202428,3259,67419,55919,559N/A
9/30/202426,77711,51819,36019,360N/A
6/30/202426,06412,47618,74318,743N/A
3/31/202425,70113,93017,74617,746N/A
12/31/202325,25517,83318,48718,487N/A
9/30/202326,19224,44119,17719,177N/A
6/30/202325,76328,95819,79519,795N/A
3/31/202325,11525,95221,31621,316N/A
12/31/202224,58723,64319,66619,666N/A
9/30/202223,89014,25421,91321,913N/A
6/30/202223,2679,32720,35220,352N/A
3/31/202222,7458,31118,88918,889N/A
12/31/202122,2983,66018,11318,113N/A
9/30/202123,85110,91414,74814,748N/A
6/30/202123,32116,00814,27714,277N/A
3/31/202123,03927,76513,96913,969N/A
12/31/202022,83312,97414,93814,938N/A
9/30/202020,8859,00311,75311,753N/A
6/30/202020,7756,43712,71612,716N/A
3/31/202020,515-1,42412,42512,425N/A
12/31/201919,94918,000N/A11,667N/A
9/30/201918,16918,540N/A13,651N/A
6/30/201917,75821,164N/A13,616N/A
3/31/201917,23716,599N/A15,460N/A
12/31/201816,76317,180N/A14,052N/A
9/30/201816,23811,733N/A12,478N/A
6/30/201815,4669,252N/A12,533N/A
3/31/201814,83111,889N/A9,278N/A
12/31/201714,26512,118N/A9,481N/A
9/30/201714,24917,095N/A10,284N/A
6/30/201714,03516,467N/A9,066N/A
3/31/201713,64314,682N/A10,730N/A
12/31/201615,40511,825N/A12,176N/A
9/30/201612,8398,666N/A11,732N/A
6/30/201612,3527,460N/A11,397N/A
3/31/201611,6747,080N/A8,052N/A
12/31/201510,7255,734N/A6,886N/A
9/30/20159,7285,237N/A5,806N/A
6/30/20158,8775,671N/A3,580N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di FUNO 11 diminuiranno nei prossimi 3 anni ( -19.4% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di FUNO 11 diminuiranno nei prossimi 3 anni ( -19.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di FUNO 11 diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di FUNO 11 ( 5.3% all'anno) crescerà più lentamente rispetto al mercato MX ( 6.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di FUNO 11 ( 5.3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di FUNO 11 sarà basso tra 3 anni ( 6 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/14 16:10
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Fibra UNO è coperta da 20 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Helena Ruiz AguilarActinver Case de Bolsa, S.A. de C.V.
Pablo Monsivais MendozaBarclays
Carlos PeyrelongueBofA Global Research